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Liberty Media Series C

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
301
Next Financial Group
Texas
$2K -$3.87K -93 -69%
BWM
302
Baystate Wealth Management
Massachusetts
$2K
OIA
303
Optimum Investment Advisors
Illinois
$2K
TL
304
TrueWealth LLC
Georgia
$2K
GWS
305
Glassman Wealth Services
Virginia
$2K +$417 +10 +34%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.29K +31 +310%
ADL
307
Asset Dedication LLC
California
$2K +$1.54K +37 New
WCM
308
Wealthcare Capital Management
Virginia
$2K +$1.63K +39 New
CFGS
309
Concourse Financial Group Securities
Alabama
$2K +$2.08K +50 +1,667%
PMFA
310
Plante Moran Financial Advisors
Michigan
$2K +$2.33K +56 New
GDP
311
Great Diamond Partners
Maine
$2K +$2.67K +64 New
SPIA
312
Steward Partners Investment Advisory
New York
$1K -$833 -20 -42%
LWM
313
Liberty Wealth Management
California
$1K -$208 -5 -26%
AF
314
Advisornet Financial
Minnesota
$1K
AssetMark Inc
315
AssetMark Inc
California
$1K
CFG
316
Citizens Financial Group
Rhode Island
$1K
HCM
317
Highlander Capital Management
New Jersey
$1K
TFO
318
Tarbox Family Office
California
$1K
TCOV
319
Trust Company of Vermont
Vermont
$1K
CFFP
320
Center for Financial Planning
Michigan
$1K +$875 +21 New
EWM
321
Edge Wealth Management
New York
$1K +$1.29K +31 New
AP
322
Americana Partners
Texas
$1K +$1.54K +37 New
AIM
323
Anchor Investment Management
South Carolina
$919
PGAM
324
Princeton Global Asset Management
New Jersey
$24 -$10.7K -258 -33%
Adage Capital Partners
325
Adage Capital Partners
Massachusetts
-$27.5M -684,079 Closed